In case you are unfamiliar with service bundles, they allow you to bundle multiple services in your Autotask contracts so they show up as a single item with a single price.

You might consider using Service Bundles to offer various tiers of service to your customers, such as a Standard or Premium tier. You could tie in more support hours or more advanced products according to your customer's needs. This is a great help in keeping your pricing transparent and standardizing your offerings.

To get started in Goolash with Autotask Bundles, override a product by selecting a Service Bundle via its configuration window.

Example

a customer buys the following:

  • 5x Microsoft 365 Business Standard
  • 10x Microsoft 365 Business Basic

Based on the number of licenses you will add a support or service plan.

In Autotask you have a service bundle or a Service:

  • Support plan + Ms 365 bus stand
  • Support plan + Ms 365 bus basic

In your contract, you will connect the correct service that you use for this customer.


IMAGE